Position in EW
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$66,539,348
-$8,924,971 QoQ
Shares Held
830,911
-6.1% QoQ
Ownership
0.144%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 97.27732573043323.ToString("F0")%
Shared 0.ToString("F0")%
None 2.722674269566777.ToString("F0")%
Common Shares in EW Over Time
Shares Held
Position Value (USD)
Derivatives in EW
reported options exposure · as of Sep 30, 2020CallValue
$4,286,334
CallShares
53,700
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Medical Devices
Healthcare · as of Mar 31, 2026BANK OF MONTREAL /CAN/ holds $1,285,243,874 across 38 Medical Devices names. EW ranks #7 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MDT |
Medtronic plc
|
3,893,787 | $337,396,639 | |
| 2 | ABT |
Abbott Laboratories
|
2,408,202 | $247,250,095 | |
| 3 | GMED |
Globus Medical Inc
|
2,307,181 | $198,786,714 | |
| 4 | SYK |
Stryker Corp
|
457,607 | $150,365,080 | |
| 5 | BSX |
Boston Scientific Corp
|
1,324,527 | $83,114,066 | |
| 6 | SNN |
Smith & Nephew PLC
|
2,243,019 | $71,283,142 | |
| 7 | EW |
Edwards Lifesciences Corp
This page
|
830,911 | $66,539,348 | |
| 8 | GEHC |
GE HealthCare Technologies Inc.
|
448,197 | $31,902,660 |
All Filings in EW
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $66,539,348 | 830,911 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $75,464,319 | 885,212 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $65,649,928 | 844,155 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $53,565,868 | 684,898 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $59,567,974 | 821,854 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $67,949,912 | 917,870 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $77,933,130 | 1,180,984 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $113,356,369 | 1,227,199 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $115,337,000 | 1,206,959 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $98,947,793 | 1,297,676 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $89,088,951 | 1,285,926 | Shares | Defined | 2023-11-01 | |
| 2023-06-30 | $120,821,634 | 1,280,840 | Shares | Defined | 2023-08-02 | |
| 2023-03-31 | $94,652,630 | 1,144,115 | Shares | Defined | 2024-06-13 | |
| 2022-12-31 | $90,981,296 | 1,219,425 | Shares | Defined | 2023-02-01 | |
| 2022-09-30 | $75,619,834 | 915,162 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $84,260,673 | 886,115 | Shares | Defined | 2022-08-11 | |
| 2022-03-31 | $114,706,011 | 974,397 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $128,369,798 | 990,890 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $140,622,325 | 1,242,137 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $113,162,753 | 1,092,621 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $67,343,579 | 805,160 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $81,197,523 | 890,031 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $59,972,752 | 751,350 | Shares | Defined | 2020-11-12 | |
| 2020-09-30 | $4,286,334 | 53,700 | Call | Defined | 2020-11-12 | |
| 2020-06-30 | $67,958,968 | 983,345 | Shares | Defined | 2020-08-12 | |
| 2020-06-30 | $1,382,200 | 20,000 | Call | Defined | 2020-08-12 | |
| 2020-03-31 | $27,138,123 | 431,632 | Shares | Defined | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||